This article provides an overview of how to manage community users, including creating profiles, managing settings, and exporting user data.
Prerequisites
Roles: You must have the Community Administrator or User Administrator role.
External Management: If users are externally managed, all edits must be performed in your external system rather than within Unimarket.
Access User Management
To view and manage your community users, follow this path:
Navigate to the Administration module.
Click Users.
Key Functions
From the Manage Users screen, you can perform the following tasks:
Create User: Create individual user profiles.
Upload Users: Perform bulk updates or creations via CSV file import.
Edit or Delete User: Update existing user details or remove profiles.
Unlock User: Restore access to a locked user account.
Invite Users: Send a setup finalization email to new users.
Buyer Groups: Used to determine suppliers, buyers can access.
User Export List: Download a list of all community users in a CSV format.
Out of Office: Used to assign an alternative approver, when the approver is unavailable.
User Default Settings
Administrators can establish default settings to streamline the setup process for new users, including those using Single Sign-On (SSO).
Go to the Settings tab.
Define the default Role, Buyer Groups, and Organization Units.
Click Save.
These defaults are automatically applied to all users upon account creation.
What's Next/Related
You can also watch a short video on this process: